Purchases and Sales Made in Q1 2024 in J P Morgan ETF Tr U S Value Fa (JVAL)
This table provides information about the institutional ownership of J P Morgan ETF Tr U S Value Fa (JVAL) during Q1 2024. The information is specifically focused on institutions that hold shares of J P MORGAN ETF TR U S VALUE FA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
555KNew |
$20.9M - $23.1M
|
555K
$24.9M
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
95.9K+ 40.19% |
$3.62M - $3.99M
|
335K
$15M
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
82.8KNew |
$3.12M - $3.45M
|
82.8K
$3.72M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
75K+ 9.65% |
$2.83M - $3.12M
|
853K
$38.3M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
68.9K+ 38.69% |
$2.6M - $2.87M
|
247K
$11.1M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
60.6K+ 455.79% |
$2.28M - $2.52M
|
73.8K
$3.32M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.5K+ 376.43% |
$1.3M - $1.44M
|
43.7K
$1.97M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.8KNew |
$1.24M - $1.36M
|
32.8K
$1.47M
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
32.1K+ 2.9% |
$1.21M - $1.33M
|
1.14M
$51.1M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.9K+ 5.93% |
$1.02M - $1.12M
|
481K
$21.6M
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
19.8KNew |
$748K - $826K
|
19.8K
$892K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.1K+ 54.38% |
$722K - $797K
|
54.4K
$2.44M
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
16.3K+ 16.04% |
$614K - $677K
|
118K
$5.29M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.9K+ 8.45% |
$599K - $662K
|
204K
$9.17M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.9K+ 8.45% |
$599K - $662K
|
204K
$9.17M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.7K+ 86.14% |
$594K - $655K
|
34K
$1.53M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.2K+ 839.74% |
$534K - $589K
|
15.8K
$712K
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
13.1K+ 5.66% |
$496K - $547K
|
246K
$11M
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
12.3K+ 55.27% |
$463K - $511K
|
34.5K
$1.55M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.5K+ 33.49% |
$432K - $477K
|
45.7K
$2.05M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.69K+ 39.84% |
$366K - $403K
|
34K
$1.53M
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
9.03KNew |
$340K - $376K
|
9.03K
$406K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.38K+ 6.04% |
$316K - $349K
|
147K
$6.62M
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
7.39KNew |
$279K - $307K
|
7.39K
$332K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.96K+ 4.33% |
$225K - $248K
|
143K
$6.45M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.53KNew |
$209K - $230K
|
5.53K
$249K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.1KNew |
$192K - $212K
|
5.1K
$229K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.01KNew |
$189K - $209K
|
5.01K
$225K
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.7K+ 1.32% |
$102K - $112K
|
207K
$9.31M
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.43KNew |
$91.6K - $101K
|
2.43K
$109K
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.4K+ 1.76% |
$90.7K - $100K
|
139K
$6.24M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
1.69K+ 29.5% |
$63.6K - $70.2K
|
7.4K
$333K
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.58K+ 0.65% |
$59.5K - $65.7K
|
246K
$11.1M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.51K+ 113.86% |
$57K - $62.9K
|
2.84K
$128K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.27K+ 11.71% |
$47.7K - $52.6K
|
12.1K
$543K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.07K+ 5.1% |
$40.5K - $44.7K
|
22.1K
$995K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
997New |
$37.6K - $41.5K
|
997
$44.8K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
704New |
$26.5K - $29.3K
|
704
$31.6K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
478New |
$18K - $19.9K
|
478
$21.5K
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
478New |
$18K - $19.9K
|
478
$21.5K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
434+ 6.48% |
$16.4K - $18.1K
|
7.13K
$320K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
385+ 69.75% |
$14.5K - $16K
|
937
$42.1K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
372+ 4.57% |
$14K - $15.5K
|
8.51K
$382K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
275New |
$10.4K - $11.4K
|
275
$12.4K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
219+ 2.59% |
$8.26K - $9.11K
|
8.68K
$390K
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
173+ 0.42% |
$6.52K - $7.2K
|
41.5K
$1.87M
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
153New |
$5.77K - $6.37K
|
153
$6.88K
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
137+ 0.97% |
$5.17K - $5.7K
|
14.2K
$639K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
64New |
$2.41K - $2.66K
|
64
$2.88K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
31New |
$1.17K - $1.29K
|
31
$1.39K
|